Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 5,792 institutions that hold shares in the stock, with a total of 5.12 Billion shares, which have been reported (via 13F filing form) to have a value of $2.15 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
1,722
shares
|
$723,549
0.63% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Carmel Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
1,721
shares
|
$723,129
0.3% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Oct 03, 2024 Q3 2024 |
1,719
shares
|
$722,289
0.54% of portfolio
|
Q1 2024
Added 0.12%
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
Oct 24, 2024 Q3 2024 |
1,711
shares
|
$718,927
0.87% of portfolio
|
Q2 2024
Reduced 32.95%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
1,708
shares
|
$717,667
0.2% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
1,707
shares
|
$717,247
0.42% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
1,705
shares
|
$716,406
0.33% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Aug 14, 2024 Q2 2024 |
1,702
shares
|
$715,146
0.13% of portfolio
|
Q1 2024
Reduced 14.99%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Aug 13, 2024 Q2 2024 |
1,700
shares
|
$714,306
0.02% of portfolio
|
Q2 2021
Reduced 83.72%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 04, 2024 Q3 2024 |
1,698
shares
|
$713,465
0.11% of portfolio
|
Q2 2024
Reduced 1.22%
|
|
|
Legacy Wealth Management, Inc
|
Oct 24, 2024 Q3 2024 |
1,695
shares
|
$712,205
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Thomas Story & Son LLC
Culver, IN |
Nov 01, 2024 Q3 2024 |
1,695
shares
|
$712,205
0.3% of portfolio
|
Q3 2024
Added 13.38%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
1,693
shares
|
$711,364
0.55% of portfolio
|
Q3 2024
Added 54.61%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
1,692
shares
|
$710,944
0.45% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Oct 24, 2024 Q3 2024 |
1,692
shares
|
$710,944
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Aug 13, 2024 Q2 2024 |
1,676
shares
|
$704,221
0.54% of portfolio
|
Q2 2024
Reduced 43.57%
|
|
|
Tl Private Wealth
|
Oct 08, 2024 Q3 2024 |
1,672
shares
|
$702,540
0.32% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
1,670
shares
|
$701,700
0.56% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
West Chester Capital Advisors, Inc
|
Nov 09, 2023 Q3 2023 |
1,669
shares
|
$701,280
1.01% of portfolio
|
Q3 2023
Reduced 29.55%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Oct 15, 2024 Q3 2024 |
1,663
shares
|
$698,759
1.59% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Cypress Financial Planning LLC
|
Oct 07, 2024 Q3 2024 |
1,660
shares
|
$697,498
0.26% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
1,658
shares
|
$696,658
1.21% of portfolio
|
Q4 2023
Added 12.18%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
1,655
shares
|
$695,397
0.08% of portfolio
|
Q3 2024
Reduced 29.63%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Aug 07, 2024 Q2 2024 |
1,654
shares
|
$694,977
0.31% of portfolio
|
Q2 2024
Reduced 96.95%
|
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
Aug 13, 2024 Q2 2024 |
1,650
shares
|
$693,297
0.1% of portfolio
|
Q2 2024
New holding
|